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Purpose Unlimited Inc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Purpose Unlimited Inc’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Sell
2,875
-85
-3% -$4.54K 0.01% 264
2026
Q1 		$145K Sell
2,960
-1,438
-33% -$71.3K 0.01% 267
2025
Q4 		$204K Buy
+4,398
New +$204K 0.01% 185

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Creative Planning
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UBS Group
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KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
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Envestnet Asset Management
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Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Purpose Unlimited Inc's DEM Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.9% in Q2 2026, selling an estimated $4.54K and leaving 2,875 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #264.

Purpose Unlimited Inc first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q4 2025. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Purpose Unlimited Inc held 2,875 shares of WisdomTree Emerging Markets High Dividend Fund worth $157K as of Q2 2026.
  • Purpose Unlimited Inc sold 85 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $4.54K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #264 holding.
  • Purpose Unlimited Inc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's WisdomTree Emerging Markets High Dividend Fund position peaked at $204K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.